Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ann Reynolds is a financial advisor with over 20 years of experience in the industry. Melissa currently works at Robert W. Baird & Co. Inc., where she has been employed since 2016. Previously, Melissa worked at D.A. Davidson & Co., Robert W. Baird & Co. Incorporated, Ameriprise Financial Services, Inc., and Wells Fargo Advisors, LLC. Melissa holds the Series 63, Series 7, and SIE licenses. Melissa is registered to provide investment advice in 31 states and holds active registrations with both FINRA and the state of Alaska. Melissa is a highly experienced financial advisor who has dedicated her career to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CA
10/14/2019 - Present
Robert W. Baird & Co. Inc. (ROSEVILLE CA)
CA
08/23/2019 - 10/14/2019
D.A. DAVIDSON & CO. (ROSEVILLE CA)
CA
11/14/2016 - 09/19/2019
ROBERT W. BAIRD & CO. INCORPORATED (ROSEVILLE CA)
CA
07/24/2015 - 02/10/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Auburn CA)
CA
08/22/2005 - 07/29/2015
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
NY
06/12/1998 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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